WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$827K
3
+$752K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$729K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$712K

Top Sells

1
+$1.63M
2
+$1.24M
3
+$1.22M
4
V icon
Visa
V
+$1.01M
5
AGN
Allergan plc
AGN
+$644K

Sector Composition

1 Healthcare 19%
2 Technology 13.47%
3 Financials 11.51%
4 Industrials 11.49%
5 Consumer Staples 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$309K 0.04%
3,535
+81
277
$308K 0.04%
4,800
-2,600
278
$304K 0.04%
5,954
-2,700
279
$303K 0.04%
7,610
280
$301K 0.04%
2,016
+140
281
$298K 0.04%
14,030
282
$294K 0.04%
19,800
-9,750
283
$293K 0.04%
24,000
284
$292K 0.04%
8,000
285
$290K 0.04%
7,900
+440
286
$287K 0.04%
7,400
287
$286K 0.04%
5,070
288
$283K 0.04%
8,951
-280
289
$283K 0.04%
6,400
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290
$281K 0.04%
2,480
291
$280K 0.04%
5,455
292
$278K 0.04%
13,349
-326
293
$277K 0.04%
9,400
+100
294
$275K 0.04%
+8,602
295
$273K 0.04%
924
+91
296
$271K 0.04%
15,200
297
$269K 0.03%
2,375
+225
298
$265K 0.03%
16,220
-500
299
$259K 0.03%
10,230
300
$257K 0.03%
651
10 11
12
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